Wealth Planner - EGP
Core
Supports Financial Advisor teams by gathering data, analyzing financial needs, and creating comprehensive financial plans for clients.
Role type
Wealth Planner (Financial Planning Support)
Builds
Robust financial plans and strategic investment solutions
Domain
Wealth Management / Financial Planning
Deliverable
product features
Required skills
Financial planning, Estate and gift tax knowledge, Trust structures, Insurance planning, Income tax planning, Investment management, Data analysis, Client needs assessment
Preferred skills
CFP® or CPWA® designation, Series 7/63/65/66 licenses, SAFE Act registration, ADV-2B registration
Technologies
Planning tools, Enterprise solutions platforms
Responsibilities
Leverage financial data to identify solutions for client goals, Schedule and attend client meetings to review plans, Monitor and update client information in planning tools, Engage with internal specialists to align client goals
Seniority
Individual Contributor